Set up for success
from day one

When you partner with Yotpo, you gain access to an extension of your own team. These are subject matter experts who partner with you to understand your business and get your program live.

• Implementation Managers: These managers act as your dedicated partner for a successful launch. They learn your goals and tech stack to build a plan, and launch your program quickly.
• Technical Resources: These specialists offer deep product knowledge that meets engineering expertise. They solve integration challenges and translate your vision into reality.
• Customer Success: This person is your go-to strategist for optimization and growth. Customer Success Managers (CSMs) help you fine-tune your program, surface new opportunities, and drive results.

The implementation process is highly structured. From your first kickoff call to launch day, our dedicated team guides you every step of the way.

• Step 1: Meet Your Team: You meet your team, and meet weekly. From implementation managers and technical resources to customer success, specialists act as a true extension of yours from day one.
• Step 2: Framework Building: You develop the framework of your program, hand in hand with an experienced team, utilizing custom strategies built for your brand.
• Step 3: Project Management: You will have weekly meetings with your team.
• Step 4: Consulting & Troubleshooting: We are there every step of the way should anything come up, and we will guide you and your team through it.
• Step 5: Email Flows: The team will help set up and optimize your Klaviyo email flows, or provide strategic guidance and best-practice recommendations for other ESPs.
• Step 6: Launch!: We will share a checklist with you so that when you are ready to launch, you can do so with confidence and make sure your launch is effective.

As a developer, this is my favorite part of the platform. Out-of-the-box solutions only take you so far. As your store’s architecture becomes more complex, you require advanced engineering.
Technical Evolution: As your needs change, our technical team helps you build new capabilities, integrations, and customizations to keep your program performing.
Engineering Expertise: Technical Resources offer deep product knowledge that meets engineering expertise. They help you evolve your program with new integrations and capabilities as needs change.
Bespoke Customizations: Need something unique?. Our team builds custom solutions tailored to your business model, workflows, and technical requirements.

You do not want a setup process that drags on for months. Efficiency is key to getting a fast return on investment.

• Expected Timeline: Typically, the launch process takes between 4-6 weeks.
• Keeping on Track: The Yotpo team will keep you on track to launch as quickly as possible through those weekly meetings.

Yes. Every eCommerce store has a unique architecture, and standard setups do not work for everyone.

• Technical Expertise: From complex integrations to custom builds, our technical team solves for your unique requirements. This ensures your program works exactly how you need it to.
• Bespoke Customizations: If you need something unique, our team builds custom solutions tailored to your business model, workflows, and technical requirements.

An effective launch requires strong communication. Your customers need to understand the new program immediately.

• Marketing Strategy: During the launch phase, we will also consult on sms/email and social strategy for launch.
• Driving Engagement: The goal of this communication is educating your customers about the program, driving as much engagement and participation as possible right away.

It helps to look at real-world examples. Many brands have partnered with Yotpo to get their loyalty programs off the ground successfully.

• Dime Beauty: Mitch Casey, Co-founder, stated, “The onboarding team guided us step-by-step, handled the heavy lifting on the technical side, and had us fully live without disruption.”.
• Allies of Skin: Emily Gage, Director of Customer Retention, noted, “Yotpo helped us build a program that drives purchases, retention, and long-term value.”.
• Door County Coffee: Erin Hoffman, Director of E-Commerce, shared, “Yotpo supported us with each step from the ground up, and continues to optimize and grow our program 4 years later.”.

Absolutely. Preparation is a big part of a successful deployment. You can explore several loyalty resources to plan your approach.

• ROI Planning: You can use the Loyalty ROI calculator to learn how a loyalty program can drive revenue for your business.
• Financial Strategy: Read the CFO guide to understand how CFOs think about loyalty from financial analysis and planning.
• Modern Tactics: Check out “The New Rules of Loyalty” to discover modern loyalty strategies from real brands and bold innovators that actually engage customers.
• Scaling Insights: Access the Loyalty Lab for the insights and strategies to build and scale your loyalty program.

A program that functions perfectly on the backend still needs to appeal to your shoppers.

• Strategic Design: Your implementation specialist partners with you to design a program that’s ready to drive engagement and retention from the moment you go live.
• Winning Mentality: We don’t just set you up, we set you up to win.

When evaluating loyalty options, you might look at alternatives like Loyalty Lion, Smile, Okendo, Stamped, or Rivo.

• A Managed Approach: Some tools offer simple documentation and leave the technical heavy lifting entirely to your developers. Yotpo Loyalty differentiates itself through structured project management from kickoff to go-live.
• Expert Integration: You have direct access to technical resources to handle complex builds rather than relying solely on your internal engineering resources.